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Arthur B. Page’s UnitedHealth UNH Stock Holding History

Arthur B. Page’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$2.89M Sell
5,839
-329
-5% -$167K 2.97% 18
2023
Q4 		$3.25M Sell
6,168
-673
-10% -$359K 3.43% 14
2023
Q3 		$3.45M Buy
6,841
+25
+0.4% +$12.3K 3.58% 10
2023
Q2 		$3.28M Sell
6,816
-472
-6% -$231K 3.11% 14
2023
Q1 		$3.44M Sell
7,288
-84
-1% -$40.5K 3.23% 13
2022
Q4 		$3.91M Sell
7,372
-76
-1% -$40.3K 3.84% 10
2022
Q3 		$3.76M Sell
7,448
-152
-2% -$79.9K 3.93% 8
2022
Q2 		$3.9M Sell
7,600
-473
-6% -$238K 3.7% 10
2022
Q1 		$4.12M Sell
8,073
-257
-3% -$124K 3.21% 12
2021
Q4 		$4.18M Sell
8,330
-243
-3% -$110K 2.87% 14
2021
Q3 		$3.35M Sell
8,573
-223
-3% -$92.4K 2.49% 17
2021
Q2 		$3.52M Buy
8,796
+180
+2% +$71.8K 2.51% 20
2021
Q1 		$3.21M Buy
8,616
+129
+2% +$44.7K 2.4% 20
2020
Q4 		$2.98M Buy
8,487
+75
+0.9% +$25.1K 2.25% 21
2020
Q3 		$2.62M Buy
8,412
+135
+2% +$41.5K 2.18% 23
2020
Q2 		$2.44M Sell
8,277
-365
-4% -$105K 2.16% 21
2020
Q1 		$2.15M Buy
8,642
+228
+3% +$62.7K 2.14% 21
2019
Q4 		$2.47M Buy
8,414
+230
+3% +$60.2K 2% 23
2019
Q3 		$1.78M Buy
8,184
+365
+5% +$88.1K 1.49% 26
2019
Q2 		$1.91M Buy
7,819
+1,443
+23% +$347K 1.56% 27
2019
Q1 		$1.58M Buy
6,376
+955
+18% +$244K 1.32% 29
2018
Q4 		$1.35M Buy
5,421
+1,564
+41% +$413K 1.31% 28
2018
Q3 		$1.03M Buy
+3,857
New +$1M 0.87% 36

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arthur B. Page's UNH Position: Q1 2024 in Review

Arthur B. Page reduced its UnitedHealth (UNH) stake by 5.3% in Q1 2024, selling an estimated $167K and leaving 5,839 shares worth $2.89M. The position accounts for 2.97% of the portfolio, ranked #18.

Arthur B. Page first reported a position in UNH in Q3 2018 and has held it in 23 quarters since. The position peaked at $4.18M in Q4 2021. 3,375 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Arthur B. Page held 5,839 shares of UnitedHealth worth $2.89M as of Q1 2024.
  • Arthur B. Page sold 329 UnitedHealth shares in Q1 2024, an estimated $167K.
  • UnitedHealth made up 2.97% of Arthur B. Page's portfolio in Q1 2024, its #18 holding.
  • Arthur B. Page first reported a position in UnitedHealth in Q3 2018 and has held it in 23 quarters since.
  • Arthur B. Page's UnitedHealth position peaked at $4.18M in Q4 2021.
  • 3,375 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Arthur B. Page's 13F filing for Q1 2024, filed 29 Apr 2024.